OT: Lets talk about stocks (Part 3)

[Grate n Colorful Oz]

That's false, the rich can lose everything in a depression or in war (when shit gets blown up).

The great depression and WW2 were a social/income inequality reset that allowed for the 1945-1995 period. In 1995, we entered the tech-breaking (eating) the old period. Obviously, those with the old money did well in the new...until the breaking point?

Yeah, in the first year after a collapse, we all lose, but look at the following years, the rich ramp up with 20 to 35% increase while the rest see an increase of 2-4%.

 

[SOLR]

Yeah, in the first year after a collapse, we all lose, but look at the following years, the rich ramp up with 20 to 35% increase while the rest see an increase of 2-4%.

That's not what happened during the great depression. A large % of the rich went to 0 too - allowing for new winners in the rebound. And then ww2 was a long-term compression ratio with a similar, small % of gains as capital is at a very low velocity.

 

[Grate n Colorful Oz]

That's not what happened during the great depression. A large % of the rich went to 0 too - allowing for new winners in the rebound.

It's the exception to the later norm. Also, it came only 16 years after the introduction of the fed, when they were trying better fixes on the system. It was also compounded by the greatest expansion of infrastructure and resource acquisition.

In the last 50 years, each collapse saw the inequality gap widen. Dropping Glass-Steagall only furthered the mechanism.

 

[SOLR]

It's the exception to the later norm. Also, it came only 16 years after the introduction of the fed, when they were trying better fixes on the system. It was also compounded by the greatest expansion of infrastructure and resource acquisition.

In the last 50 years, each collapse saw the inequality gap widen. Dropping Glass-Steagall only furthered the mechanism.

At some point, the Fed won't catch the other shoe. The great depression is not an exception, it's the norm, the exceptions are the last few ones (if you go back in the 1800s, 1700s, 1600s etc.)

The question now, is how to deal with large scale population collapse (not climate change).

In fact, climate change is a stupid debate at this point - 1) the technology choices are already better on the sustainability side. 2) the real problem will be energy demand, not offer. 3) Geothermic and Nuclear are about to go berserk when paired with others techs.

 

[Grate n Colorful Oz]

At some point, the Fed won't catch the other shoe. The great depression is not an exception, it's the norm, the exceptions are the last few ones (if you go back in the 1800s, 1700s, 1600s etc.)

The last few ones IS the system we live, they are our norm. Comparing anything before 1950-1970 is futile.

 

[SOLR]

The last few ones IS the system we live, they are our norm. Comparing anything before 1950-1970 is futile.

That's like arguing that nature no longer exist since 1950. 2020 is calling.

 

[montreal]

That's like arguing that nature no longer exist since 1950. 2020 is calling.

not really since the changes to the world in the last 50 years have been staggering compared in the previous 100 years. In terms of the market, global economy, things have changed so much in the past 20 years, it's hard to say what the norm should be imo.

 

[HuGort]

Wonder how much affect all these companies pulling out of Russia have on their stock price? McDonalds for example, 9% of their revenue was in Russia

 

[SOLR]

not really since the changes to the world in the last 50 years have been staggering compared in the previous 100 years. In terms of the market, global economy, things have changed so much in the past 20 years, it's hard to say what the norm should be imo.

Ultimately, the economy is based on the first principles of extraction, production and consumption. We have just become more crafty at punting the consumption ball in the future, but at some point, it will revert to first principles. This is not new; we haven't done anything special compared with the past.

Income inequality and population collapse will cause a progressive amount of delta to develop between consumption and production until it snaps. At that point, no amount of Fed funny business can make a difference. Also the Americans are abandoning their role as the cops of the world (no longer have the $ to do it), this will accelerate the collapse as the Chinese are reliant on the US to be able to collect resources (don't talk to me on their Navy, they can't sail for more than 1000km, it's not configured for escorting, it's configured for coastal protection).

ie. the Chinese are done. If the Chinese are done production is done. There will be a first principle collapse. Debt can't solve a security problem.

 

[Habs]

Wonder how much affect all these companies pulling out of Russia have on their stock price? McDonalds for example, 9% of their revenue was in Russia

mcD will just raise prices for the rest of the fatso around the globe and blame it on Russia

 

[LeHab]

Wonder how much affect all these companies pulling out of Russia have on their stock price? McDonalds for example, 9% of their revenue was in Russia

McDonald just released their statement on Russia exit impact.

As a result of its exit from Russia, the Company expects to record a charge, which is primarily non-cash, of approximately $1.2-1.4 billion to write off its net investment in the market and recognize significant foreign currency translation losses previously recorded in shareholders’ equity

https://d18rn0p25nwr6d.cloudfront.net/CIK-0000063908/955b01e8-b89d-4656-a561-668b4f29b426.pdf

From an investment point of few McDonald is more a Real Estate company but obviously tied to Fast Food industry.

They typically don't operate individual restaurants rather buy RE and have franchisees operate them. Russia is a bit different as they have a higher proportion of company operated restaurants there hence why higher share of revenues (9%) but only 2% of systemwide sales.

There is also currently impact on Ukraine as ops are temporarily suspended.

https://corporate.mcdonalds.com/content/dam/gwscorp/assets/investors/financial-information/Supplemental-Information/Russia%20and%20Ukraine%20Supplemental%20Schedule.pdf

 

[HuGort]

McDonald just released their statement on Russia exit impact.

https://d18rn0p25nwr6d.cloudfront.net/CIK-0000063908/955b01e8-b89d-4656-a561-668b4f29b426.pdf

From an investment point of few McDonald is more a Real Estate company but obviously tied to Fast Food industry.

They typically don't operate individual restaurants rather buy RE and have franchisees operate them. Russia is a bit different as they have a higher proportion of company operated restaurants there hence why higher share of revenues (9%) but only 2% of systemwide sales.

There is also currently impact on Ukraine as ops are temporarily suspended.

https://corporate.mcdonalds.com/content/dam/gwscorp/assets/investors/financial-information/Supplemental-Information/Russia%20and%20Ukraine%20Supplemental%20Schedule.pdf

I see their stock took a dip yesterday. Walmart's did too. Home Depot smash estimates yesterday, stock barely moved up. Market is really messed up. Everybody scared may go world war and then gas prices still soaring. If lasts long will cause inflation to jump again.

What you paying for gas where you are? Here in Nova Scotia $2.07/liter.

 

[LeHab]

I see their stock took a dip yesterday. Walmart's did too. Home Depot smash estimates yesterday, stock barely moved up. Market is really messed up. Everybody scared may go world war and then gas prices still soaring. If lasts long will cause inflation to jump again.

What you paying for gas where you are? Here in Nova Scotia $2.07/liter.

Walmart & Target margins got hammered. Current issue with gas prices is higher demand and lower supply due to Russia sanctions and less refining capacity following COVID. We also switched to summer blend which is more expensive to produce. Demand will go up as we go into head into summer peak.

Hope you own some of that oil industry stock to offset gas prices.

Canada CPI coming out a little later this morning. Expect a nice bump as StatsCan is finally including used cars in its basket.

 

[BozoTheClown]

I see their stock took a dip yesterday. Walmart's did too. Home Depot smash estimates yesterday, stock barely moved up. Market is really messed up. Everybody scared may go world war and then gas prices still soaring. If lasts long will cause inflation to jump again.

What you paying for gas where you are? Here in Nova Scotia $2.07/liter.

2.33$ in Vancouver.

 

[HuGort]

2.33$ in Vancouver.

You guys have it real bad out there. Costs so much to truck items around. That extra costs has to be covered. Everything going up in price.

Personally I am driving less. Only when I have to drive. Imagine a lot of people doing same. Be good for environment I guess the average person cut driving.

 

[BehindTheTimes]

Wonder how much affect all these companies pulling out of Russia have on their stock price? McDonalds for example, 9% of their revenue was in Russia

Still trying to link this nose dive to Russia? Lolol

 

[HuGort]

Walmart & Target margins got hammered. Current issue with gas prices is higher demand and lower supply due to Russia sanctions and less refining capacity following COVID. We also switched to summer blend which is more expensive to produce. Demand will go up as we go into head into summer peak.

Hope you own some of that oil industry stock to offset gas prices.

Canada CPI coming out a little later this morning. Expect a nice bump as StatsCan is finally including used cars in its basket.

No I don't own oil stocks. I went Tesla heavy and hold for few more years. Just think electric vehicles are the future. I am getting hammered but hoping it works out long term. All my others are dividend stocks. They getting hammered also but earnings are there so no fear of cutting dividend. Just hold long term, this has to work out long term. If stock market goes our economy will follow. Govt does everything it can to keep that from happening.

What stocks you own? You sound like you know what you talking about?

 

[BozoTheClown]

You guys have it real bad out there. Costs so much to truck items around. That extra costs has to be covered. Everything going up in price.

Personally I am driving less. Only when I have to drive. Imagine a lot of people doing same. Be good for environment I guess the average person cut driving.

I have a small business where I drive to meet costumer and I drive a Jeep. It costs me 140$ to fill up. Fortunately, it’s not my main job, just something on the side. It must be hard for small business owner that have their business as their only source of income.
I drive a lot less and buy a lot less.

 

[HuGort]

I have a small business where I drive to meet costumer and I drive a Jeep. It costs me 140$ to fill up. Fortunately, it’s not my main job, just something on the side. It must be hard for small business owner that have their business as their only source of income.
I drive a lot less and buy a lot less.

They were saying on Squawkbox this morning gas still go higher yet.

 

[Habaneros]

hey guys....keep your eye on this for quick profit a little penny stock currently trading
between 25 -29 cents.Trades in Canada under ticker symbol XOP
Canadian Overseas Petroleum Limited

Sometime In the next few weeks there should be a press release detailing a reserve resource report which will officially confirm that they are sitting on near 2 billion plus barrels of oil .***As always never invest /bet more than you can afford to lose....and world events (wars etc) can drag stocks and markets down ...so understand those risks.

Good luck !!

 

[LeHab]

No I don't own oil stocks. I went Tesla heavy and hold for few more years. Just think electric vehicles are the future. I am getting hammered but hoping it works out long term. All my others are dividend stocks. They getting hammered also but earnings are there so no fear of cutting dividend. Just hold long term, this has to work out long term. If stock market goes our economy will follow. Govt does everything it can to keep that from happening.

What stocks you own? You sound like you know what you talking about?

Lol I'm just another armchair guy. As a general rule like to follow Graham/Buffett philosophy without their success of course.

Have a mix of index with overexposure to areas of interest. Like my stuff boring and don't chase flashy stock.

hey guys....keep your eye on this for quick profit a little penny stock currently trading
between 25 -29 cents.Trades in Canada under ticker symbol XOP
Canadian Overseas Petroleum Limited

Sometime In the next few weeks there should be a press release detailing a reserve resource report which will officially confirm that they are sitting on near 2 billion plus barrels of oil .***As always never invest /bet more than you can afford to lose....and world events (wars etc) can drag stocks and markets down ...so understand those risks.

Good luck !!

Sounds like a classic penny stock Pump & Dump but good luck.

 

[montreal]

7 Questions I Have About Stocks & The Economy - A Wealth of Common Sense

Some questions I'm pondering right now.

awealthofcommonsense.com

 

[BehindTheTimes]

Bottom is not in imo and I think it has a ways to go

 

[HuGort]

7 Questions I Have About Stocks & The Economy - A Wealth of Common Sense

Some questions I'm pondering right now.

awealthofcommonsense.com

They had an expert on after the Bell on Friday, he said what is happening shouldn't be happening. He said something wrong with the system but he didn't know what it is. Looked right frustrated.

Economy is strong and we still getting pounded. Jobs everywhere housing prices sky high earnings are there???

Sometimes I think the Chinese or Elon Musk are messing with our markets. Why the Twitter thingy?

HD crushed estimates on Tuesdays. Off the charts good earnings, stock has dropped from $300 to $287 since. It's Pejorative Slured!!

 

[BehindTheTimes]

They had an expert on after the Bell on Friday, he said what is happening shouldn't be happening. He said something wrong with the system but he didn't know what it is. Looked right frustrated.

Economy is strong and we still getting pounded. Jobs everywhere housing prices sky high earnings are there???

Sometimes I think the Chinese or Elon Musk are messing with our markets. Why the Twitter thingy?

HD crushed estimates on Tuesdays. Off the charts good earnings, stock has dropped from $300 to $287 since. It's Pejorative Slured!!

A bunch of institutions are completely over leveraged. A lot of the free money they had went into bad investments. Many are still caught up in the meme stock frenzy, short a ton of stocks and they were unable to shake retail off. It’s going to get much worse before it gets better. Gambling away teachers pensions etc. A bunch of parasites, of course they’re driving the markets into the ground like they always do and analysts are surprised. Haha

Until a Morgan Stanley, BOA or some other institution or institutions collapse this isn’t over. We need that 10% drop in one day. One of the big boys is going away Lehman Brothers style.